Friends, Fun & Finances
Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of educational events, where they have the opportunity to learn about a variety of different topics to better their financial and personal choices and experiences. There are also activities offered just to have fun together. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. The client events are always well attended and received, and vary year to year.
2025 Events
February
Cybersecurity Workshop
April
Wine Tasting
June
Long-Term Care Workshop
October
Pickleball Event
October
Estate Planning Workshop
December
Holiday Party
2024 Events
January
Cybersecurity Workshop
February
Economic Forecast Workshop
April
Wine Tasting
August
Client Appreciation Celebration
October
Estate Planning Workshop
December
Crew Wealth Management Annual Holiday Party
2023 Events
FEBRUARY
Economic Forecast Workshop
March
Fixed Income Workshop
April
Wine Tasting
June
30th Anniversary Celebration
July
Night on the Ranch
September
Cooking Lesson
November
Charitable Giving
December
Crew Wealth Management Annual Holiday Party
